Stonebridge Wealth Advisors

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

980 N Michigan Ave Ste 1245, Chicago, Il...

Phone Number

(312) 945-5950

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
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Jun
ZI Rank
1
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1
1
1
1

About Stonebridge Wealth Advisors

Stonebridge Wealth Advisors, LLC specializes in providing personalized financial planning and investment management services. They focus on helping clients achieve their financial goals through tailored strategies in areas such as retirement, education, estate planning, and insurance. The firm operates independently, ensuring objective advice without proprietary products. Their target clients include individuals seeking to preserve wealth and make informed financial decisions.Explore more
Stonebridge Wealth Advisors's Social MediaPopular SearchesStoneBridge Wealth Advisors LLCStonebridge Advisors LLCStonebridge Wealth Advisors IncSIC Code 62,628NAICS Code 52,523Show more

Stonebridge Wealth Advisors Org Chart

PhoneEmail
RC
United States flag for contact location.

Manager, Branch Operations

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Stonebridge Wealth Adviso...

<$5M
1-10
Private
-
2015
RC
Rita ClarkManager, Branch Operations
<$5M
1-10
Private
-
1996
KH
Katrina HermansonChief Compliance Officer
<$5M
1-10
Private
-
2000
GR
Gregory RobinsonPresident & Investment Advisor & Representative
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
<$5M
2011
PK
Patrick KeavenyInsurance Partner
<$5M
1-10
Private
-
1984
CB
Cathy BagbyChief Financial Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Stonebridge Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Stonebridge Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Stonebridge Wealth Advisors.

Stonebridge Wealth Advisors Tech Stack

A closer look at the technologies used by Stonebridge Wealth Advisors

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Frequently Asked Questions Regarding Stonebridge Wealth Advisors

What is Stonebridge Wealth Advisors's official website?
Stonebridge Wealth Advisors's official website is www.stonebridgewealthadvisors.com
What is Stonebridge Wealth Advisors's Revenue?
Stonebridge Wealth Advisors's revenue is <$5 Million
What is Stonebridge Wealth Advisors's SIC code?
Stonebridge Wealth Advisors's SIC: 62,628
What is Stonebridge Wealth Advisors's NAICS code?
Stonebridge Wealth Advisors's NAICS: 52,523
How many employees does Stonebridge Wealth Advisors have?
Stonebridge Wealth Advisors has 1-10 employees
What industry does Stonebridge Wealth Advisors belong to?
Stonebridge Wealth Advisors is in the industry of: Finance, Securities Trading
What is Stonebridge Wealth Advisors competition?
Stonebridge Wealth Advisors top competitors include: Twin Peaks Wealth Advisors, Estate Planning and Wealth Strategies, Davis Wealth Management, Bagby Wealth Management
What technology does Stonebridge Wealth Advisors use?
Some of the popular technologies that Stonebridge Wealth Advisors uses are: Cloudflare Website Optimization, Cloudflare CDN, Proofpoint, Google Font API
How do I contact Stonebridge Wealth Advisors?
Stonebridge Wealth Advisors contact info: Phone number: (312) 945-5950 Website: www.stonebridgewealthadvisors.com
What does Stonebridge Wealth Advisors do?

Stonebridge Wealth Advisors, LLC specializes in providing personalized financial planning and investment management services. They focus on helping clients achieve their financial goals through tailored strategies in areas such as retirement, education, estate planning, and insurance. The firm operates independently, ensuring objective advice witho... ut proprietary products. Their target clients include individuals seeking to preserve wealth and make informed financial decisions.Read More

What are Stonebridge Wealth Advisors social media links?
Stonebridge Wealth Advisors Linkedin page Stonebridge Wealth Advisors Twitter page Stonebridge Wealth Advisors Facebook page
Is Stonebridge Wealth Advisors a public company?
Stonebridge Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Stonebridge Wealth Advisors

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